The Google Tag Manager (GTM) ID setting in the BoldDesk Customer Portal allows administrators to integrate a GTM container (e.g., GTM-XXXXXXX) so tracking scripts can run across portal pages.
This guide explains how to add, update, or remove the GTM ID, and how the configuration affects script loading within the Customer Portal.

Prerequisites

• Role: Admin (or a role with Manage settings permission for Customer Portal).
• A valid GTM Container ID (format typically starts with GTM-), if you plan to add one.
• If you use multiple brands, know which Brand you want to configure.

Step-by-Step Instructions

Add (or update) the GTM ID

1. Go to Admin → Customer Portal → Settings → General.
2. Scroll down to the section where Google Tag Manager ID is added.
3. In Google Tag Manager ID, enter your GTM container ID (example: GTM-XXXXXXX).
4. Click Update (or Save) to apply the change.
   
   

Remove the GTM ID

1. Go to Admin → Customer Portal → Settings → General.
2. Scroll down to the section where Google Tag Manager ID is added.
3. Clear the value in Google Tag Manager ID (leave it blank).
4. Click Update (or Save) to apply the change.

Rules, Conditions, and Behavior

• Brand-specific: If your portal settings are brand-specific, ensure the correct Brand is selected before saving.
• Save required: Changes are applied only after clicking Update / Save.
• Portal-wide behavior: The configured GTM ID is included on all Customer Portal pages for that brand.

Use Cases

• Enable analytics: Add a GTM ID to run analytics tags on the Customer Portal.
• Disable tracking: Remove the GTM ID to stop loading GTM-based scripts in the Customer Portal.
• Switch containers: Replace an existing GTM ID with a new container ID during tracking migrations.

Troubleshooting Common Errors

• GTM is not loading after saving

  • Verify the ID is entered correctly (for example, GTM-XXXXXXX).
  • Confirm you clicked Update / Save.
  • Confirm the correct Brand is selected (if applicable).

• I can’t see Customer Portal settings

  • Ensure your role has Manage settings permission.

Frequently Asked Questions

1. Where do I add the GTM ID in BoldDesk?
   Go to Admin → Customer Portal → Settings → General, then scroll to the Google Tag Manager ID section.

2. Does the GTM ID apply to all pages?
   Yes. When configured, the GTM ID is included on all pages of the customer portal for the selected brand.

3. How do I disable GTM without deleting my GTM container in Google?
   Clear the Google Tag Manager ID field and click Update / Save. This stops BoldDesk from loading GTM in the portal.

4. Do I paste the full GTM script or only the ID?
   Use the GTM container ID (example: GTM-XXXXXXX) in the Google Tag Manager ID field.

Related Article

Customizing the BoldDesk Customer Portal